Institutional Ownership Elevance Health, Inc. (ELV)
This table provides information about the institutional ownership of Elevance Health, Inc. (ELV). We have compiled data on the 1,782 institutions that hold shares in the stock, with a total of 199 Million shares, which have been reported (via 13F filing form) to have a value of $64.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
88
shares
|
$28,673
0.01% of portfolio
|
Q3 2025
Reduced 47.62%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
85
shares
|
$27,695
0.01% of portfolio
|
Q3 2025
Added 66.67%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
85
shares
|
$27,695
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
84
shares
|
$27,369
0.01% of portfolio
|
Q3 2025
Added 110.0%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
83
shares
|
$27,043
0.01% of portfolio
|
Q3 2025
Added 45.61%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
82
shares
|
$26,718
0.0% of portfolio
|
Q3 2025
Added 331.58%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
80
shares
|
$26,066
0.02% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
76
shares
|
$24,763
0.02% of portfolio
|
Q3 2023
Reduced 17.39%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
76
shares
|
$24,763
0.01% of portfolio
|
Q2 2025
Added 94.87%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
75
shares
|
$24,437
0.0% of portfolio
|
Q4 2023
Added 1.35%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
75
shares
|
$24,437
0.01% of portfolio
|
Q2 2024
Reduced 34.78%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
75
shares
|
$24,437
0.0% of portfolio
|
Q2 2023
Reduced 27.18%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
75
shares
|
$24,437
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 06, 2026 Q4 2025 |
75
shares
|
$24,437
0.01% of portfolio
|
Q1 2023
Reduced 58.56%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
74
shares
|
$24,111
0.0% of portfolio
|
Q3 2025
Reduced 17.78%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
74
shares
|
$24,111
0.01% of portfolio
|
Q3 2025
Reduced 36.75%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
72
shares
|
$23,459
0.0% of portfolio
|
Q3 2025
Reduced 69.1%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
72
shares
|
$23,459
0.02% of portfolio
|
Q3 2025
Reduced 13.25%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
71
shares
|
$23,133
0.01% of portfolio
|
Q3 2025
Reduced 77.02%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
70
shares
|
$22,808
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
69
shares
|
$22,482
0.02% of portfolio
|
Q3 2024
Reduced 12.66%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
67
shares
|
$21,830
0.01% of portfolio
|
Q3 2025
Reduced 12.99%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
66
shares
|
$21,504
0.0% of portfolio
|
Q4 2024
Reduced 23.26%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Nov 10, 2025 Q3 2025 |
66
shares
|
$21,504
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
65
shares
|
$21,178
0.01% of portfolio
|
Q2 2025
Added 828.57%
|
|